As a Silicon Valley real estate expert and Seniors Real Estate Specialist®, I get the privilege of helping so many people transition from old lives to new every single day. My clients, Angela and Barrett, were one couple I was able to help in a big way.
The decision to uproot their lives after spending four decades in their San Jose home was daunting for this duo, but their dream of a fresh start in Utah beckoned. With their son, daughter-in-law, and granddaughter all rooted in pricey Santa Cruz, the move to financially-friendlier Utah promised financial stability and a new beginning for the entire family.
My initial assessment of their situation revealed the extreme potential of Angela and Barrett’s long-held Silicon Valley home. After capital gains taxes, their proceeds from the sale of the home would facilitate the purchase of not just one but two expansive homes in Utah, leaving them with a substantial bonus nest egg and providing their son and his family with a home of their own.
The journey began with meticulous planning. We worked closely together, sorting through years of memories and belongings, streamlining the family’s possessions, and preparing their 1,350-square-foot home for the market. Every step we took was designed to maximize the property’s appeal and ensure it fetched a price beyond their expectations.
The listing generated tremendous interest, and the results exceeded our projections! The sale closed well over the anticipated selling price, securing a robust financial foundation for the entire family’s move.
Today, Angela, Barrett, their son, daughter-in-law, and granddaughter revel in the spaciousness of their new homes in Utah. As you can imagine, the realization that they could achieve this lifestyle comfortably while also bolstering their savings accounts has brought them immense joy and relief as they look ahead to their golden years.
Angela and Barrett’s story stands as a testament to the power of careful planning, strategic preparation, and dedicated teamwork. I am immensely grateful to have been part of their journey toward a brighter, more abundant future.
Are you ready to embark on a journey of your own? Let me stand by your side.
Sincerely,
Julie
Do you know someone looking to buy or sell real estate? Send them our way—they’ll be in good hands!